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iShares 20+ Year Treasury Bond ETF

1,179 hedge funds and large institutions have $41.8B invested in iShares 20+ Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 432 increasing their positions, 456 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $15.9B | Put options by funds: $11.8B

22% more funds holding in top 10

Funds holding in top 10: 106129 (+23)

13% more capital invested

Capital invested by funds: $37.1B → $41.8B (+$4.68B)

8.85% more ownership

Funds ownership: 70.98%79.83% (+8.8%)

4% less first-time investments, than exits

New positions opened: 174 | Existing positions closed: 181

5% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 456

3% less funds holding

Funds holding: 1,2181,179 (-39)

Holders
1,179
Holders Change
-39
Holders Change %
-3.2%
% of All Funds
15.81%
Holding in Top 10
129
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+21.7%
% of All Funds
1.73%
New
174
Increased
432
Reduced
456
Closed
181
Calls
$15.9B
Puts
$11.8B
Net Calls
+$4.1B
Net Calls Change
+$2.47B
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1276
LifePlan Investment Advisors
North Carolina
-$475K -5,437 Closed
PWM
1277
Pines Wealth Management
North Carolina
-$451K -5,275 Closed
AWM
1278
Accurate Wealth Management
Florida
-$447K -5,234 Closed
GFA
1279
Gallagher Fiduciary Advisors
Illinois
-$446K -5,108 Closed
EL
1280
EWA LLC
Pennsylvania
-$435K -4,979 Closed
SA
1281
Stewardship Advisors
Pennsylvania
-$434K -4,968 Closed
GAA
1282
Global Assets Advisory
Florida
-$432K -4,928 Closed
OFS
1283
Orrstown Financial Services
Pennsylvania
-$429K -4,909 Closed
SC
1284
Summa Corp
Texas
-$424K -4,850 Closed
SEIA
1285
Signature Estate & Investment Advisors
California
-$407K -4,661 Closed
VPP
1286
Vertex Planning Partners
Illinois
-$401K -4,590 Closed
BHCM
1287
Brevan Howard Capital Management
Jersey
-$395K -4,523 Closed
HWM
1288
Hobbs Wealth Management
Indiana
-$380K -4,351 Closed
BFG
1289
Bleakley Financial Group
New Jersey
-$379K -4,338 Closed
IAP
1290
Indie Asset Partners
Indiana
-$378K -4,326 Closed
G
1291
GenTrust
Florida
-$370K -4,234 Closed
CWA
1292
Clarus Wealth Advisors
Arizona
-$355K -4,160 Closed
ACM
1293
Ashford Capital Management
Delaware
-$363K -4,153 Closed
APC
1294
Aspire Private Capital
North Carolina
-$359K -4,113 Closed
FAG
1295
Fortitude Advisory Group
Washington
-$348K -3,983 Closed
RFA
1296
Resurgent Financial Advisors
Georgia
-$344K -3,939 Closed
ACM
1297
Absolute Capital Management
Pennsylvania
-$338K -3,854 Closed
CJ
1298
Caitlin John
Michigan
-$335K -3,835 Closed
CAS
1299
Coppell Advisory Solutions
Texas
-$329K -3,746 Closed
KFS
1300
Kaizen Financial Strategies
California
-$325K -3,727 Closed

TLT Hedge Fund Activity: Q1 2025 in Review

1,179 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 20+ Year Treasury Bond ETF (TLT) for Q1 2025, worth a combined $41.8B — up 13% from $37.1B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of TLT and 174 opened new positions — a net loss of 7 holders — while 456 trimmed existing stakes and 432 added.

The largest buyer was Citigroup, adding an estimated $2.19B. The largest seller was Envestnet Asset Management, cutting an estimated $791M.

  • 1,179 institutional investors held iShares 20+ Year Treasury Bond ETF (TLT) as of Q1 2025, down from 1,218 in Q4 2024.
  • Funds reported $41.8B of iShares 20+ Year Treasury Bond ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 174 funds opened new iShares 20+ Year Treasury Bond ETF positions in Q1 2025 and 181 closed out, a net change of -7 holders.
  • The largest iShares 20+ Year Treasury Bond ETF buyer in Q1 2025 was Citigroup, an estimated $2.19B added.
  • The largest iShares 20+ Year Treasury Bond ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $791M sold.

Based on aggregated 13F filings for Q1 2025.